List of Publishers

Articles authored by, or featuring, Howard Rosen and Patricia Donlevy Rosen have been published by notable international organizations for over 20 years.

The following is a select list of those publishers. Click any publisher for more information or a link to the publisher (if available).

TAX MANAGEMENT (BNA)

Bloomberg BNA is the foremost source of tax and accounting research, news, practice tools, and guidance for tax attorneys, CPAs, corporate tax managers, estate planners, and financial accountants. Bloomberg BNA’s comprehensive tax research service covers a wide variety of federal tax, state tax, and international tax transactions, as well as estate planning and financial accounting best practices. Bloomberg BNA’s award-winning Tax Management Portfolios are written by leading expert practitioners especially for practitioners — they uniquely offer topic-driven, in-depth guidance designed to help tax professionals achieve new levels of excellence and client service.

RESEARCH INSTITUTE OF AMERICA

According to Thomson Reuters:

Our RIA experts and products come from a long history of expertise in tax and accounting, having started with the launch of the first RIA products in 1935 — originally under the name Research Institute of America. Known for their insight into current events and plain-English writing style with Recommendations, Illustrations, Cautions and Observations (RICO), our RIA experts have been widely respected for decades. Today they are frequently cited as industry experts by major news organizations including the Wall Street Journal, the New York Times, Money.com and others.

UNIVERSITY OF MIAMI

The University of Miami Business Law Review publishes scholarly articles, comments, and case notes addressing a wide range of business-related issues. The Review covers a breadth of cutting-edge topics including, but not limited to:

WALL STREET JOURNAL (Interview)

The Wall Street Journal is an American English-language international daily newspaper with a special emphasis on business and economic news. It is published six days a week in New York City by Dow Jones & Company, a division of News Corp, along with the Asian and European editions of the Journal.

The Journal is the largest newspaper in the United States, by circulation. According to the Alliance for Audited Media, it has a circulation of about 2.4 million copies (including nearly 900,000 digital subscriptions), as of March 2013,[2] compared with USA Today’s 1.7 million. Its main rival in the business newspaper sector is the London-based Financial Times, which also publishes several international editions.

FORBES MAGAZINE (on-line) (Interview)

Forbes is an American business magazine owned by Forbes, Inc. Published biweekly, it features original articles on finance, industry, investing, and marketing topics. Forbes also reports on related subjects such as technology, communications, science, and law.

BUSINESS WEEK (Interview)

Bloomberg Businessweek is a weekly business magazine published by Bloomberg L.P. Founded in 1929, the magazine was created to provide information and interpretation about what was happening in the business world.

SEAK, Inc.

SEAK is the world’s leading provider of Expert Witness Training and texts and sponsors the nation’s longest running Worker’s Compensation and Occupational Medicine conference. SEAK publishes directories for Expert Witnesses, IME Doctors, and File Review Consultants. SEAK is also the leading provider of Non-Clinical Career training for physicians as well as consulting and expertise in negotiating.

DOW JONES NEWSWIRES (Interview)

Dow Jones Newswires delivers the best business news, commentary and insight with unrivaled speed and unquestionable accuracy and depth. Built on a renowned global reporting network of 2,100 journalists, Dow Jones Newswires publishes more than 19,000 daily news items – including exclusive content from The Wall Street Journal, Barron’s and SmartMoney – covering every asset class and key regions and markets worldwide.

TIME MAGAZINE (Interview)

Time is an American weekly news magazine published in New York City. It was founded in 1923. Time has the world’s largest circulation for a weekly news magazine, and has a readership of 25 million, 20 million of which are in the US.

MONEY MAGAZINE (Interview)

Money is published by Time Inc. Its first issue was published in October 1972. Its articles cover the gamut of personal finance topics ranging from investing, saving, retirement and taxes to family finance issues like paying for college, credit, career and home improvement.

COMMERCE CLEARING HOUSE (CCH)

CCH, a Wolters Kluwer business, is the leading provider of tax, accounting and audit information, software and services for professionals. CCH is part of the global tax and accounting leader, Wolters Kluwer Tax & Accounting.

OFFSHORE FINANCE U.S.A.

Offshore Finance USA was published 25 times between 1999 and 2003. The last issue published was Fall/Winter 2003.

CAMPDEN PUBLISHING LTD. - PRIVATE WEALTH ADVISOR

Campden Media was founded in 1987 and is a specialist business to business information provider. Campden is a multi-platform business with magazines, events, research and online portals serving the Private Wealth Management and Healthcare markets. Since 1997 Campden has provided unrivalled knowledge and intelligence to a community of the world’s wealthiest families, their family offices and ultra-high net worth investors. Families connect directly with each other in a private peer-to-peer environment providing them with unique access to innovative educational and networking resources worldwide.

LORMAN EDUCATION SERVICES

Lorman Education Services delivers high-quality, timely education to various professionals using diverse forms of media and technology. That understanding underlies each Lorman seminar. Lorman seminars provide current information on the rules, regulations and best practices that impact the success of a business.

NATIONAL BUSINESS INSTITUTE

A trusted provider of continuing legal education and training since 1983, NBI is dedicated to providing practical, skill-based CLE seminars and online CLE courses that can be applied to daily work. From national webcasts to in-person seminars held in-state, they offer the full gamut of training formats so professionals can get continuing legal education in whatever way they prefer.

INSTITUTE FOR INTERNATIONAL RESEARCH

As the U.S. subsidiary of the world-renowned Institute for International Research (IIR), IIR USA is among the most recognized and trusted providers of trade conferences and expositions; seminars; training events; and specialized business information and networking experiences in America.

SOUTH FLORIDA BUSINESS JOURNAL

The Business Journals are the premier media solutions platform for companies strategically targeting business decision makers. They deliver a total business audience of over 10 million people via their 43 websites, 40 publications and 550 annual industry leading events. Their media products provide comprehensive coverage of business news from a local, regional and national perspective. They have more people, publications and websites covering the nation’s business than any other business media organization.

HEALTH MANAGER NEWS

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News & Updates:

This article in our “Common Client Questions” series focuses on a re-emerging trend in the asset protection industry: clients retaining control over asset protection structures. Offshore asset protection planning is effective because of two elements. The first, that the offshore asset protection trust and its assets are beyond the reach of a U.S. court’s jurisdiction. […]

June 9, 2017. Rarotonga, Cook Islands The Cook Islands Offshore Planning Association (CIOPA) announced today that attorneys Howard Rosen and Patricia Donlevy-Rosen have been awarded Founding Member status in recognition of their level of expertise, qualifications, and experience in offshore planning exhibited during their distinguished careers. “We reserve the title of Founding Member to those […]

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By Tarita Hutchinson, Managing Director, Southpac Trust COOK ISLANDS UPDATES THE FTRA The Cook Islands will debate the Financial Transactions Reporting Bill at its next session of Parliament. The bill is designed to replace the 2004 Financial Reporting Transactions Act as part of the jurisdictions on-going commitment to providing high quality financial services to global […]

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Patricia Donlevy-Rosen, Esq. is a shareholder (partner) of the law firm of Donlevy-Rosen & Rosen, P.A. Her notable publications include the RIA Tax Advisors Planning Series titled "Asset Protection Planning". Due to Patricia's extensive experience with offshore asset protection planning and the protection of immovable assets, she is regarded as an authority on the subjects among her peers. ... Read More

Howard Rosen, Esq. is a shareholder (partner) of the law firm of Donlevy-Rosen & Rosen, P.A. His notable publications include the BNA Tax Management Portfolio titled "Asset Protection Planning" (1994, 2002), of which he is a founding author. Due to Howard's extensive experience with offshore asset protection planning and the related tax issues, he is regarded as an ... Read More

With the rising popularity of asset protection trusts as a vehicle for protecting wealth, lawyer and author Howard Rosen is a busy man educating fellow attorneys on offshore asset protection planning and his practice. His most recent seminar was hosted by the Estate Planning Council of Greater Miami, held at the University of Miami on […]

Attorney, author, and guest speaker Howard Rosen will present a Webinar Study Group sponsored by the American Academy of Attorney-Certified Public Accountants. The January 28 study group is open to all professionals for registration, and free to AAA-CPA members. Howard’s program, titled “Special Drafting Considerations For Asset Protection Trusts”, is also available for CLE and/or […]

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This article in our “Common Client Questions” series focuses on a re-emerging trend in the asset protection industry: clients retaining control over asset protection structures. Offshore asset protection planning is effective because of two elements. The first, that the offshore asset protection trust and its assets are beyond the reach of a U.S. court’s jurisdiction. […]

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What practical things can Americans do to protect their assets during a transition year? Is it possible to insulate assets from U.S. policies? Can you separate wealth from the performance of the U.S. Dollar? Can and should you “move to Canada”?

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With the heated debate on gun control dominating headlines and social media in recent years, a lesser-discussed aspect of gun ownership is not getting sufficient attention. The number of cases highlighting the civil liability pertaining to gun ownership are increasing, and gun owners in states with a strong anti-gun mentality are finding themselves up against […]

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